The development should mean clients will be able to have their investment and superannuation accounts up and running in quicker time than before, according to Iress managing director Andrew Walsh.
"This integration with Colonial First State allows advisers to speed up the investment application process by supporting real-time submission of pre-validated application data. The loop is closed in the advice platform by automatically linking the account number to the client record," Walsh said. Automated client mapping meant data feeds flowed without any need for client mapping.
